Network's member intermediaries gain access to WriteRoute and Navigator Tool
Later life lending platform Air has partnered with mortgage and protection network New Leaf Distribution to boost the latter’s tech offering to advisers.
Through the partnership, member intermediaries of New Leaf Distribution will be granted access to Air’s online adviser support system, WriteRoute.
New Leaf was one of the first networks to trial WriteRoute when it was introduced to the market. The package consists of financial and data admin tools, including fact-find, suitability reporting, product sourcing, and KFI generation.
The network will also roll out to its adviser membership Air Sourcing’s Navigator Tool, which prioritises affordability in the advice process by advising on all available later life lending products.
Air said it would continue to develop and refine these tech tools using feedback and support from members and partners, adding further product categories as new variants are launched by lenders.
“At Air, we are dedicated to supporting advisers by developing the most intuitive and cutting-edge technology tools to facilitate more comprehensive customer conversations,” commented Paul Glynn (pictured), chief executive at Air. “Our partnership with New Leaf Distribution is the latest step in our long-term strategy to equip all advisers with the best tools on the market.
“Our WriteRoute and Navigator tools are designed to help advisers match customers to a wide range of affordable product options that are tailored to the customer’s individual needs. As our partnership evolves, we look forward to tweaking our offering in line with shifting market conditions to ensure advisers can streamline processes and focus on doing what they do best: delivering excellent outcomes for their clients.”
Mark Hobbs, principal and founder at New Leaf Distribution, added: “Following the recent FCA review of the later life lending sector, it’s vital that advisers can access the most advanced technology possible – and New Leaf Distribution is dedicated to making that happen. A world-class equity release process is of the utmost importance to our members and their clients.
“As such, our team is thrilled to be one of the earliest adopters of Air’s WriteRoute support system to our advisers, improving their access to market-leading fact-find tools and streamlining the mortgage journey for their clients. We are also delighted to endorse the Navigator Tool, an incredible resource for advisers who are committed to having the most comprehensive conversations with clients.”
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